The Latest Chip Market Information About ADI, Microchip, XILINX By Lansheng Technology

1. ADI: The lead time is shortened, and some popular models are still at high prices

In April, the spot price of some popular out-of-stock models of ADI's LTM power chips was still at a high level.

With the lead time of most #ADI materials shortened to 13 weeks, the attitude of downstream end customers to ADI's current excess spot inventory is relatively vague in April: on the one hand, they think that the spot price still has room to fall, on the other hand, they only Interested in the futures price of ADI. Interested but no confirmed order plans given.

2. Microchip: The overall delivery period is gradually recovering

MCUs that are currently in hot demand include traditional ATMEL 8-bit and 16-bit MCUs. The production schedule is relatively irregular. For example, the delivery period of some ATXMEGAx lasts for 52 weeks, while some AT91x are arriving one after another. In addition, the original factory has announced a price increase of 5-10%. There are also factors of shortage of raw materials and price increases. The price of common materials has dropped significantly. For example, some interface ICs such as MCP17XX and MCP25XX, the market price is falling back to the normal level.

3. XILINX: Customers focus on 7 series and 6S series

The 6S series is currently in short supply and the number of skyrocketing models has decreased, but the price of shortage materials is still at a high level. This series is used in industrial control, automotive infotainment systems, consumer electronics and other markets, so the models with reduced prices are gradually returning to normal prices.

The 7 series is headed by 7A, 7K, and 7Z. The current inventory level is relatively high, and the market price is showing a downward trend. However, the prices of popular models fluctuate regularly. There are rumors that the series will undergo price adjustments in Q3.